Lido Advisors
PCTY icon

Lido Advisors’s Paylocity PCTY Stock Holding History

Lido Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Buy
2,324
+194
+9% +$20.7K ﹤0.01% 1854
2026
Q1 		$230K Buy
2,130
+78
+4% +$9.57K ﹤0.01% 1711
2025
Q4 		$314K Buy
2,052
+84
+4% +$12.5K ﹤0.01% 1543
2025
Q3 		$313K Sell
1,968
-4,794
-71% -$849K ﹤0.01% 1468
2025
Q2 		$1.23M Sell
6,762
-91
-1% -$17.1K ﹤0.01% 761
2025
Q1 		$1.28M Buy
6,853
+1,176
+21% +$235K 0.01% 671
2024
Q4 		$1.13M Buy
+5,677
New +$1.09M 0.01% 713

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's PCTY Position: Q2 2026 in Review

Lido Advisors increased its Paylocity (PCTY) stake by 9.1% in Q2 2026, buying an estimated $20.7K and bringing the position to 2,324 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Lido Advisors first reported a position in PCTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Lido Advisors held 2,324 shares of Paylocity worth $243K as of Q2 2026.
  • Lido Advisors bought 194 Paylocity shares in Q2 2026, an estimated $20.7K.
  • Paylocity made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1854 holding.
  • Lido Advisors first reported a position in Paylocity in Q4 2024 and has held it in 7 quarters since.
  • Lido Advisors's Paylocity position peaked at $1.28M in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.